Joel Josephs is a seasoned financial professional with extensive experience in wealth management and financial advising. Currently serving as a Financial Wealth Advisor at J Josephs Financial since November 2022, Joel focuses on developing investment strategies and comprehensive financial plans for high net worth individuals, encompassing retirement and estate planning. Prior to this role, Joel held significant positions, including Senior Wealth Consultant at LPL Financial and Vice President at Gaines Financial Group, where expertise in portfolio management and retirement planning was emphasized. Additional experience includes leadership roles at Prudential Wachovia Securities, Raymond James Financial, and Smith Barney, where investment strategies were designed to align with client risk tolerances. Joel's career began as a Sales Representative at Wallace Computer Services. Joel holds an MBA in Marketing/Management and Finance and a BBA in Business and Marketing from the University of Miami.
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